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New Leads Module Variables Cheat Sheet

Modified on: Fri, 23 Jun, 2017 at 12:42 PM

The following variables power the new lead module, and can be used when creating custom lead emails. These variables are used with the new leads module.

Important note: Always add three "%" signs to post the variable exactly as it was entered into the system. Adding a single "%" or two "%%" will likely make unwanted changes to the way variables get posted in your custom emails.

%member_lead_match_link% - This variable automatically logs a member into his/her profile without needing their username or password.

%%%details%%% - Variable to put in an email template wherever you want to put the fields from the lead, regardless of it being set to preview or complete.

%%%full_name%%% - This will publish the name of the member. If they are set as "company", the company name will show. If they are listed as "individual, their first and last name will show.

%%%lead_id%%% - This calls the lead ID associated to the lead. This is sometimes included in an email template to make it easy for a site administrator to locate leads in the system. There is not much use to the member itself.

Link To Login To View Lead: The following link will automatically log the member into his or her account, and take them straight to the lead details where they are prompted to accept the lead:

<a href="http://%website_url%/login/token/%user_token%/leads">Login to your account to accept the message</a>

%%%lead_name%%% - This variable publishes the name of the website visitor that submitted the lead.

%%%lead_email%%% - This variable publishes the email of the lead. Please note that manually inputting this variable will publish the email regardless of it being set as "Preview". This variable is used for emails sent to the website visitor in order to confirm that the information sent is accurate. This variable is not used in any email sent to members by default.

%%%lead_phone%%% - This variable publishes the website visitor's phone number that was inputted on the lead form. This variable is used for emails sent to the website visitor in order to confirm that the information sent is accurate. This variable is not used in any email sent to members by default.